Low‑Cost, High‑Efficiency Customer Conversion

Pain Points

Manual outbound calls couldn’t keep up. Agents were overwhelmed and customer outreach was always delayed
Engagement channels were too narrow — limited touchpoints meant weaker stickiness and loyalty.
There was no automated way to sift through call lists and pinpoint the leads worth following up.

✓

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An AI voicebot took over outbound work in wealth management, trust, and fund campaigns. It classifies customer intent on its own and flags high‑potential leads
An omni‑channel platform brought in web channels to cover over ten business lines, from retail and corporate to credit cards and direct banking.
During warm transfers, Agent Assistant gives the team live scripts and next‑step prompts so nothing slips through.
Smart QA works in the background, analysing conversations, fine‑tuning intent accuracy, and feeding back coaching tips — pushing intent recognition well past 90%.

Efficiency Gains by Product

Voicebot

Automates outbound calls, classifies intent, captures leads

Omnichannel Platform

Unifies 10+ business lines, increases touchpoints

Agent Assistant

Guides agents during warm transfers, boosts conversion

Smart QA

Monitors calls, optimizes dialogues, drives +85% rounds

Business Results

+30%

Conversion rate

90%+

Intent accuracy

‑40%

20s drop rate

+85%

Dialogue rounds

+60%

Call duration

Before vs. After

Metric

Marketing conversion rate

Call drop rate (within 20s)

Average call duration

Dialogue rounds

Intent recognition

After Instadesk

0.3
‑40%
+60% (more engagement)
+85% (better interaction)
90%+ AI accuracy

Before

Baseline

Our outbound marketing has done a total U‑turn. We reach more customers in less time, conversion is up 30%, and drop rates are way down. Hitting 90% intent accuracy means we’re just not letting hot leads slip through anymore.

— Head of Retail Marketing

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